Listen

Description

In this episode Melissa Joy, CFP® and Maya Philipson, Co-Founder of Adasina Social Capital, discuss an investing strategy intended to organize investors to stop giving their dollars to companies that exacerbate racial, gender, economic and climate inequities. Maya and her partner, Rachel Robasciotti, launched Adasina Social Capital as a company dedicated to serving as a bridge between social justice movements and financial markets in 2020. Listen to this episode to find out about his unique investment screening process and what this could mean for our industry. 

You will learn:

·       How a community screening model works.

·       What the process for looking at companies and their impact on communities means for investors.

·       How partnerships with social justice organizations that represent communities most impacted by systemic inequities can help identify investment opportunities. 

·       How environmental issues and racial inequities are related.

How we Resources:

Find out more about Adasina Social Capital. 

Press on launch of Adasina Social Capital.

Connect on LinkedIn, Twitter, and Facebook.

Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...